Really insightful read and I think we may see more competitors like deepseek throughout the year. Driving cost lower and improving user experience as AI continues to mature.
This is a great tool, it's too much limited with writing because of the policy terms but for maths, logic and other stuff, it's a huge step ahead compare with chatgpt
The model distillation angle is the interesting bit. DeepSeek making efficient use of others' research to close the gap on compute cost. What happened next is that gap got weaponised in a price war, with Alibaba, Tencent, Baidu all following the playbook and we hit $3/month plans for frontier models. Wrote something on where that money actually has to go, because H100 clusters don't get cheaper just because the invoice says so: https://sulat.com/p/the-real-cost-of-cheap-ai-inference
Really insightful read and I think we may see more competitors like deepseek throughout the year. Driving cost lower and improving user experience as AI continues to mature.
This is a great tool, it's too much limited with writing because of the policy terms but for maths, logic and other stuff, it's a huge step ahead compare with chatgpt
The model distillation angle is the interesting bit. DeepSeek making efficient use of others' research to close the gap on compute cost. What happened next is that gap got weaponised in a price war, with Alibaba, Tencent, Baidu all following the playbook and we hit $3/month plans for frontier models. Wrote something on where that money actually has to go, because H100 clusters don't get cheaper just because the invoice says so: https://sulat.com/p/the-real-cost-of-cheap-ai-inference